Fingerlakes Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,179
| Closed | -$300K | – | 93 |
|
|
2024
Q2 | $300K | Hold |
6,179
| – | – | 0.27% | 71 |
|
|
2024
Q1 | $296K | Hold |
6,179
| – | – | 0.29% | 71 |
|
|
2023
Q4 | $293K | Buy |
6,179
+45
| +0.7% | +$2.14K | 0.32% | 71 |
|
|
2023
Q3 | $290K | Sell |
6,134
-342
| -5% | -$16.2K | 0.35% | 67 |
|
|
2023
Q2 | $307K | Sell |
6,476
-112
| -2% | -$5.31K | 0.35% | 69 |
|
|
2023
Q1 | $315K | Hold |
6,588
| – | – | 0.39% | 70 |
|
|
2022
Q4 | $308K | Buy |
6,588
+274
| +4% | +$12.8K | 0.42% | 70 |
|
|
2022
Q3 | $304K | Buy |
6,314
+86
| +1% | +$4.14K | 0.44% | 67 |
|
|
2022
Q2 | $312K | Buy |
6,228
+60
| +1% | +$3.01K | 0.43% | 68 |
|
|
2022
Q1 | $316K | Hold |
6,168
| – | – | 0.37% | 71 |
|
|
2021
Q4 | $317K | Buy |
+6,168
| New | +$317K | 0.36% | 73 |
|